+16.9%
JCI vs PLTU
-44.3%
+61.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +2.0% | -2.2% |
| 7D | +3.2% | +9.0% | -5.9% | +3.0% |
| 30D | -8.6% | -33.0% | +24.4% | -8.4% |
| 3M | -7.7% | -19.0% | +11.2% | -7.3% |
| 6M | -2.6% | +30.4% | -33.0% | -2.2% |
| YTD | +17.4% | -40.2% | +57.5% | +16.6% |
| 1Y | +16.9% | -37.8% | +54.7% | +15.3% |
| All | +16.9% | -44.3% | +61.2% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling